Medtronic shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Medtronic (MDT) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Medtronic
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Quarterly reported holdings in Medtronic by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $352k | 3.7k | 95.24 |
| 2025-06-30 | $313k | 3.6k | 87.17 |
| 2025-03-31 | $347k | 3.9k | 89.86 |
| 2024-12-31 | $327k | 4.1k | 79.88 |
| 2024-09-30 | $354k | 3.9k | 90.03 |
| 2024-06-30 | $307k | 3.9k | 78.71 |
| 2024-03-31 | $392k | 4.5k | 87.15 |
| 2023-12-31 | $373k | 4.5k | 82.38 |
| 2023-09-30 | $324k | 4.1k | 78.36 |
| 2023-06-30 | $353k | 4.0k | 88.10 |
| 2023-03-31 | $350k | 4.3k | 80.62 |
| 2022-12-31 | $288k | 3.7k | 77.72 |
| 2022-09-30 | $260k | 3.2k | 80.72 |
| 2022-06-30 | $276k | 3.1k | 89.87 |
| 2022-03-31 | $373k | 3.4k | 110.95 |
| 2021-12-31 | $304k | 2.9k | 103.44 |
| 2021-09-30 | $360k | 2.9k | 125.39 |
| 2021-06-30 | $319k | 2.6k | 124.12 |
| 2021-03-31 | $325k | 2.7k | 118.27 |
| 2020-12-31 | $387k | 3.3k | 117.13 |
| 2020-09-30 | $326k | 3.1k | 104.09 |
| 2020-06-30 | $270k | 2.9k | 91.81 |
| 2020-03-31 | $275k | 3.0k | 90.28 |
| 2019-12-31 | $353k | 3.1k | 113.36 |
| 2019-09-30 | $336k | 3.1k | 108.39 |
| 2019-06-30 | $229k | 2.4k | 97.32 |
| 2019-03-31 | $1.6M | 18k | 91.06 |
| 2018-03-31 | $107k | 1.3k | 80.51 |
| 2017-12-31 | $108k | 1.3k | 80.60 |
More positions owned by Holistic Financial Partners
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